Top 5 4th Quarter Trades of Parker Investment Management, LLC

Parker Investment Management, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

PO BOX 1088 MENLO PARK, CA 94026-1088

As of the latest 13F report, the guru’s equity portfolio contained 26 stocks valued at a total of $385.00Mil. The top holdings were IJH(27.52%), QQQ(15.03%), and IVV(10.76%).

According to GuruFocus data, these were Parker Investment Management, LLC’s top five trades of the quarter.

iShares Core S&P Mid-Cap ETF


The guru established a new position worth 438,165 shares in ARCA:IJH, giving the stock a 27.52% weight in the equity portfolio. Shares traded for an average price of $240.73 during the quarter.

On 01/25/2023, iShares Core S&P Mid-Cap ETF traded for a price of $257.81 per share and a market cap of $67.93Bil. The stock has returned 1.37% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares Core S&P Mid-Cap ETF has a price-earnings ratio of 13.62 and a price-book ratio of 2.29.

SPDR Portfolio S&P 500 Growth ETF


The guru sold out of their 485,311-share investment in ARCA:SPYG. Previously, the stock had a 7.96% weight in the equity portfolio. Shares traded for an average price of $51.91 during the quarter.

On 01/25/2023, SPDR Portfolio S&P 500 Growth ETF traded for a price of $52.71 per share and a market cap of $14.33Bil. The stock has returned -15.45% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, SPDR Portfolio S&P 500 Growth ETF has a price-earnings ratio of 20.06 and a price-book ratio of 6.06.

SPDR Portfolio S&P 500 Value ETF


The guru established a new position worth 556,177 shares in ARCA:SPYV, giving the stock a 5.62% weight in the equity portfolio. Shares traded for an average price of $38.1 during the quarter.

On 01/25/2023, SPDR Portfolio S&P 500 Value ETF traded for a price of $40.99 per share and a market cap of $16.14Bil. The stock has returned 3.22% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, SPDR Portfolio S&P 500 Value ETF has a price-earnings ratio of 17.94 and a price-book ratio of 2.47.

S&P 500 ETF TRUST ETF


During the quarter, Parker Investment Management, LLC bought 44,365 shares of ARCA:SPY for a total holding of 45,194. The trade had a 4.41% impact on the equity portfolio. During the quarter, the stock traded for an average price of $382.87.

On 01/25/2023, S&P 500 ETF TRUST ETF traded for a price of $400.4 per share and a market cap of $375.34Bil. The stock has returned -6.35% over the past year.

GuruFocus gives the ETF a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, S&P 500 ETF TRUST ETF has a price-earnings ratio of 19.01, a price-book ratio of 3.59, a price-earnings-to-growth (PEG) ratio of 2.26, a EV-to-Ebitda ratio of 14.82 and a price-sales ratio of 2.80.

The price-to-GF Value ratio is 0.00, earning the stock a GF Value rank of 6.

Alphabet Inc


Parker Investment Management, LLC reduced their investment in NAS:GOOGL by 117,909 shares. The trade had a 3.69% impact on the equity portfolio. During the quarter, the stock traded for an average price of $95.03.

On 01/25/2023, Alphabet Inc traded for a price of $95.22 per share and a market cap of $1,241.39Bil. The stock has returned -25.00% over the past year.

GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Alphabet Inc has a price-earnings ratio of 18.91, a price-book ratio of 4.87, a price-earnings-to-growth (PEG) ratio of 0.71, a EV-to-Ebitda ratio of 12.60 and a price-sales ratio of 4.53.

The price-to-GF Value ratio is 0.68, earning the stock a GF Value rank of 10.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.

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